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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,116 | $181,062-77.3% | $158,223-74.0% | $155,188-73.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 21.49% | 57.39%-35.9pp | 52.09%-30.6pp | 148.84%-127.4pp |
| Employer contribution / active EE | $794 | $4,565-82.6% | $4,109-80.7% | $4,248-81.3% |
| Participant deferral / active EE | $7,185 | $6,134+17.1% | $5,467+31.4% | $6,531+10.0% |
| Admin fee / account holder | $396 | $18,825-97.9% | $16,047-97.5% | $14,480-97.3% |